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Configure the ledger that you want to use as the client's financial data source. The financial data source establishes a link between Client Accounting and the client's general ledger data.
If a financial data source isn't configured for a client, the following message is displayed on the Client Accounting > Trial Balance (Workpapers) tab:
Client Accounting remembers the data source in following years, so you only need to configure once per client. When the client sends through a new company file, the old file is updated and replaced. You only need to change the data source if the underlying ledger is a new file. For example, if after working with MAS this year, the accountant decides to work directly over an AccountRight file in the next year.